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IAUYX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$28.47
Change
+$0.14 (+0.49%)
Net Assets
3.72B

IAUYX Invesco Dividend Income Y Forecast, Technical & Fundamental Analysis

The investment seeks current income and long-term growth of capital... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Johnson & Johnson (NYSE:JNJ), Chevron Corp (NYSE:CVX), Philip Morris International (NYSE:PM), Morgan Stanley (NYSE:MS), McDonald's Corp (NYSE:MCD), Merck & Co (NYSE:MRK), American International Group (NYSE:AIG).

Industry description

The investment seeks current income and long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying equity securities and in other instruments that have economic characteristics similar to such securities. It may invest up to 25% of its net assets in foreign securities. The fund may invest in securities of issuers of all capitalization sizes and under normal market conditions, it is currently expected that it will invest a substantial percentage of its assets in large-capitalization issuers.

Market Cap

The average market capitalization across the Invesco Dividend Income Y MF is 337.3B. The market cap for tickers in the group ranges from 43.88B to 809.47B. JPM holds the highest valuation in this group at 809.47B. The lowest valued company is AIG at 43.88B.

Volume

The average weekly volume growth across all stocks in the Invesco Dividend Income Y MF was 18%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 43
P/E Growth Rating: 52
Price Growth Rating: 40
SMR Rating: 37
Profit Risk Rating: 28
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Aim Sector Funds11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com
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IAUYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IAUYX has been closely correlated with VIVAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if IAUYX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IAUYX
1D Price
Change %
IAUYX100%
N/A
VIVAX - IAUYX
92%
Closely correlated
-0.32%
VVIAX - IAUYX
92%
Closely correlated
-0.34%
RMFEX - IAUYX
91%
Closely correlated
N/A
RMEBX - IAUYX
91%
Closely correlated
N/A
RMFCX - IAUYX
91%
Closely correlated
+0.12%
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